• Welcome to Claremont Wealth

Our Services

Investment Platforms

The Claremont Wealth online investment platform provides you with a highly valuable solution to short medium and long-term investing.

Claremont have access to a series of global investment platforms that allow you 24/7 access 365 days a year and gives you the flexibility to manage your investments wherever you may be. Claremont model Portfolio are used by many of our clients along with the use of Discretionary Fund Managers (DFM)

Platform features:

  • Access to more than 14,500 + Top Tier Mutual Funds, Structured Products, ETFs and Equities
  • Live valuations
  • Online support
  • Portfolio analysis tools
  • Daily market news
  • Android/iPhone friendly (dependant on platform)

Claremont Wealth currently use a number of FCA (Financial Conduct Authority) regulated DFM (Discretionary Fund Managers) to oversee private portfolios, created through the Claremont investment platform.

Establishing a Platform to trade anything from Apple shares to Corporate bonds to Bitcoin is simple, please contact us to find out more information.

  • Will my investments grow tax free inside a platform?
    All our platforms allow investments to roll up/grow tax free. Should you realise a gain or ‘take a profit’, this gain or income can be taxed at your marginal rate, depending upon where you are tax resident. To gain a better understanding of which platform would suit your current and future plans, please get in touch with a member of the Claremont team.
  • Where is my money held when I transfer funds?
    Investors’ funds are held in a segregated client account with all our platform providers.
  • What is an online international investment platform?
    For many/most people, online banking is now the norm. They are familiar with the online system to transfer funds to family and friends, set up direct debits to pay bills or simply transfer between their own accounts. An online international investment ‘platform’ is extremely similar, except it provides you with easy access to an unlimited number of funds, shares and investment structures. By utilising a platform, you are able to keep up to date with your investments 24/7, wherever you are in the world.